Ken Griffin
NET icon

Ken Griffin’s Cloudflare NET Stock Holding History

Ken Griffin’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$401M Buy
1,941,142
+1,584,523
+444% +$302M 0.06% 227
2025
Q4 		$70.3M Sell
356,619
-2,166
-0.6% -$458K 0.01% 1117
2025
Q3 		$77M Sell
358,785
-201,222
-36% -$41.1M 0.01% 1034
2025
Q2 		$110M Buy
560,007
+93,867
+20% +$13.6M 0.02% 709
2025
Q1 		$52.5M Sell
466,140
-1,113,688
-70% -$148M 0.01% 1101
2024
Q4 		$170M Buy
1,579,828
+873,711
+124% +$85.4M 0.03% 470
2024
Q3 		$57.1M Sell
706,117
-933,141
-57% -$75M 0.01% 1089
2024
Q2 		$136M Buy
1,639,258
+1,565,225
+2,114% +$126M 0.03% 513
2024
Q1 		$7.17M Sell
74,033
-121,284
-62% -$11M ﹤0.01% 3407
2023
Q4 		$16.3M Sell
195,317
-2,449,962
-93% -$171M ﹤0.01% 2239
2023
Q3 		$167M Buy
2,645,279
+2,595,802
+5,246% +$166M 0.04% 383
2023
Q2 		$3.23M Sell
49,477
-455,064
-90% -$27.2M ﹤0.01% 4335
2023
Q1 		$31.1M Buy
504,541
+299,346
+146% +$16.4M 0.01% 1502
2022
Q4 		$9.28M Buy
205,195
+109,548
+115% +$5.42M ﹤0.01% 2943
2022
Q3 		$5.29M Sell
95,647
-239,750
-71% -$14.2M ﹤0.01% 3762
2022
Q2 		$14.7M Sell
335,397
-43,022
-11% -$3.1M ﹤0.01% 2200
2022
Q1 		$45.3M Sell
378,419
-704,227
-65% -$73.4M 0.01% 1188
2021
Q4 		$142M Buy
1,082,646
+254,776
+31% +$42.7M 0.03% 485
2021
Q3 		$93.3M Buy
827,870
+269,150
+48% +$32.2M 0.02% 695
2021
Q2 		$59.1M Sell
558,720
-437,420
-44% -$36.2M 0.01% 1002
2021
Q1 		$70M Sell
996,140
-44,032
-4% -$3.39M 0.02% 786
2020
Q4 		$79M Buy
1,040,172
+304,193
+41% +$19.9M 0.02% 673
2020
Q3 		$30.2M Buy
735,979
+314,016
+74% +$12M 0.01% 1219
2020
Q2 		$15.2M Buy
421,963
+297,152
+238% +$8.3M 0.01% 1763
2020
Q1 		$2.93M Buy
124,811
+85,696
+219% +$1.67M ﹤0.01% 3498
2019
Q4 		$667K Sell
39,115
-134,431
-77% -$2.29M ﹤0.01% 6330
2019
Q3 		$3.22M Buy
+173,546
New +$3.36M ﹤0.01% 3737

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ken Griffin's NET Position: Q1 2026 in Review

Ken Griffin increased its Cloudflare (NET) stake by 444% in Q1 2026, buying an estimated $302M and bringing the position to 1,941,142 shares worth $401M. The position accounts for 0.06% of the portfolio, ranked #227.

Ken Griffin first reported a position in NET in Q3 2019 and has held it in 27 quarters since. 1,135 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Ken Griffin held 1,941,142 shares of Cloudflare worth $401M as of Q1 2026.
  • Ken Griffin bought 1,584,523 Cloudflare shares in Q1 2026, an estimated $302M.
  • Cloudflare made up 0.06% of Ken Griffin's portfolio in Q1 2026, its #227 holding.
  • Ken Griffin first reported a position in Cloudflare in Q3 2019 and has held it in 27 quarters since.
  • 1,135 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.